RFLR

Innovator$33.24+0.08 (+0.23%)
AUM $95.0MER 0.89%NAV $33.33Holdings 839

Price Chart

Key Statistics

Previous Close

$33.16

Day Range

$33.24$33.40

52-Week Range

$26.36$33.46

Avg Volume

9.9K

Dividend Yield

Expense Ratio

0.89%

AUM

$95.0M

Shares Outstanding

2.8M

ETF Grades

?

Sector Breakdown

SectorWeight %
Healthcare18.83%
Financial Services18.14%
Technology13.91%
Industrials12.88%
Consumer Cyclical10.30%
Real Estate7.13%
Energy5.85%
Basic Materials4.32%
Consumer Defensive3.57%
Communication Services2.55%
Utilities2.52%

Country Allocation

CountryWeight %
United States91.95%
Other4.29%
Bermuda1.05%
Puerto Rico0.66%
Ireland0.31%
Monaco0.26%
Luxembourg0.22%
United Kingdom0.21%
Panama0.19%
Greece0.18%
Switzerland0.18%
Singapore0.17%
Bahamas0.11%
Israel0.08%
Germany0.05%
Canada0.04%
Australia0.04%

Fund Information

Issuer
Innovator
Category
Healthcare
Inception Date
Sep 16, 2024
Exchange
NYSE_ARCA
Description
The fund will invest at least 80% of its net assets (including borrowings for investment purposes) in equity securities of U.S. small capitalization companies and option contracts that give economic exposure to equity securities of U.S. small capitalization companies. The fund is non-diversified.

Similar ETFs

SymbolNameAUM
SCHDSchwab U.S. Dividend Equity ETF$108.74B
IWMiShares Russell 2000 ETF$82.83B
XLVState Street Health Care Select Sector SPDR ETF$43.85B
VHTVanguard Health Care ETF$20.40B
VTWOVanguard Russell 2000 ETF$18.60B

The Innovator U.S. Small Cap Managed Floor ETF (RFLR) is an exchange-traded fund issued by Innovator that launched on Sep 16, 2024. It currently manages $95.0M in assets under management. The fund charges an expense ratio of 0.89%. The fund holds 839 securities in its portfolio. It falls under the Healthcare category.

Top 10 holdings represent 7.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1US BANK MMDA - USBGFS 9 09/01/20373.31%3,145,670$3.1M
2IWM US 06/30/27 P2700.81%763$767K
3CVLTCommvault Systems Inc0.42%2,667$403K
4VRNSVaronis Systems Inc0.40%8,256$378K
5TENBTenable Holdings Inc0.39%9,320$373K
6RHIRobert Half Inc0.38%8,154$357K
7SMSM Energy Co0.35%10,123$328K
8PBFPBF Energy Inc0.34%4,308$319K
9FBPFirst BanCorp/Puerto Rico0.32%10,260$302K
10PARRPar Pacific Holdings Inc0.30%3,494$287K
11FROGJFrog Ltd0.29%2,914$277K
12ACLSAxcelis Technologies Inc0.29%1,913$274K
13PTGXProtagonist Therapeutics Inc0.28%1,772$268K
14CRNXCrinetics Pharmaceuticals Inc0.28%3,174$268K
15MMSIMerit Medical Systems Inc0.28%2,943$266K
Page 1 of 17

Detailed Returns

PeriodReturnETF
1D
+0.23%
1W
+0.26%
1M
+1.77%
3M
+9.06%
6M
+13.31%
YTD
+16.34%
1Y
+26.22%
3Y
+32.43%
5Y
+32.43%

Moving Averages

20-Day MA

$32.85

Above 20-Day MA
50-Day MA

$32.43

Above 50-Day MA
200-Day MA

$30.10

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$33.46

Current Price

$33.24

52-Week Low

$26.36

$26.36$33.46

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricRFLRHealthcare(222 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.89%0.62%0.52%
AUM$95.0M$1.98B$13.22B
Dividend Yield3.92%2.56%
Avg Volume9.9K441.0K500.6K
Holdings839167501
Performance
1-Month Return-6.87%-6.30%
6-Month Return-5.23%-0.22%
YTD Return+16.90%+16.78%+18.30%
1-Year Return-5.91%+11.03%

Compare with Another ETF

Search for an ETF to compare with RFLR:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.